Raymond James: Investment Strategy Quarterly

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261

Read More

Financial Journeys Spring 2023

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261

Read More

A message from Paul Reilly

I know that some of the current financial headlines may be unnerving, but rest assured that Raymond James is well-prepared to weather changing or challenging market conditions. Our Chair and CEO Paul Reilly recently shared a message to our firm’s advisors and associates discussing recent bank shutdowns and Raymond James’ secure positioning through our prudent, […]

Read More

ADV : Keep Volatility in Perspective

Dear Clients, Volatility is never comfortable, and this latest round is no exception. Panicked headlines may have investors feeling apprehensive and uncertain. This has been the worst start to a year for the S&P 500 in the last 25 years. However, in my over 30 years of experience, I’ve seen this happen time and again. […]

Read More